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Investment Sales Manager

Job Title: Investment Sales Manager
Contract Type: Permanent
Location: Manchester, Greater Manchester
Salary: £35000 - £60000 per annum + car allowance, pension, bonus
Reference: BWMNW_1536335874
Contact Name: Daniel Fenton
Contact Email: d.fenton@parity.net
Job Published: September 07, 2018 16:57

Job Description

Investment Sales - Wealth Management (North West)

Role Overview:

Joining a successful multi-discipline front-office team in the North, working collaboratively with peers and key stakeholders. The team are established and the regional you'd be responsible for already generates well in excess of £150,000,000 of new assets each year.

You will be responsible for working with wealth (planning) managers, attending regularly meetings and team events in order to further educate of the benefits and proposition. Product suite is both discretionary and stockbroking services with the bulk being modelled discretionary portfolios.

The opportunity entails more than just an ability to build relationship but also think in a strategic and entrepreneurial fashion, working with colleagues to Design, develop and implement local, regional and national campaigns to drive new business and retention opportunities.

Required Skills & Experience:

  • This opportunity suits individuals working in Discretionary sales and Asset Management & must have 5 years intermediary distribution or IFA sales experience.
  • Existing client contacts not required as you will be targeting a specific network in order to stimulate the flow of investment business.
  • Our client would like to see QCF level 4 individuals

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